BrokerEngine + Sage Intacct

Update Sage Intacct contacts when contacts are updated in BrokerEngine

Maintain accurate and up-to-date contact information across BrokerEngine and Sage Intacct with this seamless workflow. When a contact is edited in BrokerEngine, the alteration is instantly mirrored in Sage Intacct, eliminating the need for manual data entry and potential discrepancies. As a result, you can focus more on the important tasks while ensuring consistent contact data management between the two platforms.

Maintain accurate and up-to-date contact information across BrokerEngine and Sage Intacct with this seamless workflow. When a contact is edited in BrokerEngine, the alteration is instantly mirrored in Sage Intacct, eliminating the need for manual data entry and potential discrepancies. As a result, you can focus more on the important tasks while ensuring consistent contact data management between the two platforms.

  1. When this happens...
    BrokerEngineBrokerEngine
    Contact Updated

    Triggers when a contact is updated.

    TriggerInstant
  2. automatically do this!
    Sage IntacctSage Intacct
    Create Contact

    Triggers when a new contact is created.

    ActionWrite
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Supported triggers and actions

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About BrokerEngine

BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.
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Related categories

  • CRM (Customer Relationship Management)

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About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting